Saturday, 7 November 2015

Hays Banking,Senior Paraplanner Jobs in Australia

Impressive
Practice

Family
Orientated & Flexible Culture

Broad
Advice Offering

Experienced
Paraplanner required for this is a highly regarded boutique financial planning
business that delivers an impressive service to their clients. This is a newly
created opportunity in a company that values their staff and has many long term
employees.

You will be responsible for supporting Financial Advisers through the provision
of high-quality Statements of Advice that are both detailed and compliant.
You’ll work across a broad range of advice strategies including; SMSF,
Investments, Wealth Protection, Wealth Accumulation and Retirement Planning. It
is not a volume driven environment and there is a focus on tailored SOA’s.

You will be passionate about financial planning and pride yourself on your
strong technical skills with a good understanding of entities and structures.
Strong modelling skills is also essential and experience with XPLAN or COIN
would be highly regarded.

For further information please contact Carl Piesse on 8226 9840 or email
carl.piesse@hays.com.au